William Wayne Mccartney

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → Present
  Suntrust Investment Services. Inc
  Eatonton, GA
• 11/2012 → 10/2020
  Regions Bank
  Atlanta, GA
• 10/2014 → 10/2020
  Cetera Investment Services Llc
  St.CLoud, MN
• 10/2020 → Present
  Suntrust Advisory Services, Inc
  Eatonton, GA

Previous Registrations

• 2014-10-30 → 2020-10-27
  Cetera Investment Advisers Llc
  Atlanta, GA
  Martinez, GA
• 2003-12-11 → 2010-08-05
  Lpl Financial Llc
  Augusta, GA
  Martinez, GA
  Martinez, GA
  Thomson, GA
  Augusta, GA
  Augusta, GA
  Augusta, GA
• 2003-02-19 → 2003-12-16
  Spire Wealth Management, Llc
  Augusta, GA
• 2002-07-15 → 2002-10-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Augusta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-12-05
• S66 Uniform Combined State Law Examination
  2002-04-16

Designations

• Certified Financial Planner

Other Names

• William Wayne Mccartney, Jr.
• Bill Mccartney